We are no stranger to scams in this day and age. We receive robo calls, emails, texts, that all try to make you give away sensitive information. Not all scams are this blatant. There are people in the investment world that do not have your best interest in mind and just want to use your hard earned money for their benefit. Taylor and Brad discuss some of the situations they have witnessed over the years and the ways you can verify the legitimacy of a financial advisor.
As we see the world getting back to some form of normalcy, we are emerging with new habits we have gained over quarantine. Many families found themselves spending on just what they needed and not as much on what they wanted since everything was shut down. We want to look at some of the financial lessons that the lockdown and pandemic has taught us and why you may want to keep these habits up moving forward.